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Emperor by the numbers

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Emperor has a fantastic range of managed portfolio's in all aspects of the investment space. Whether you are looking for a Tax Free Savings (TFSA), ZAR, USD or Retirement Annuity investment solution, we truly have it all. 

With our managed portfolios on EasyEquities, it has never been easier to invest in a algorithmic investment style that aims for absolute returns. We look at how the portfolios have performed in February. 

In February, the market performed reasonably well despite the ongoing trade tensions between China and the USA and the persistent problems with SOEs in South Africa and Eskom specifically.

Emperors core portfolios are made up of Exchange Traded Funds (ETF’s) only and the Enhanced portfolios are a mixture of ETF’s and individual shares.

Returns for the month of February:

Capture1-2

Capture2-2As expected, Emperor’s enhanced range of portfolios performed slightly better than the core range in February. We expect this performance to compound over time.

The flexible equity bundle did well over 4%, outperforming the JSE Top 40 (the benchmark) at 3.57%.

The Core International Bundle (+9.63%) and unit trust (+13.67) compared to MSCI World in ZAR (+8.65). The International Equity Bundle (+4.9%) compared to the MSCI World in USD (+2.83%). You can compare the Income, Conservative, Moderate and Balanced bundles to unit trusts that are similar.

 

Happy Investing 

 

Disclaimer:

This document is for information purposes only and does not constitute or form part of any offer to issue or sell, or any solicitation of any offer to subscribe for or purchase any particular investment. Opinions expressed in this document may be changed without notice at any time after publication. We therefore disclaim any liability for any loss, liability, damage (whether direct or consequential) or expense of any nature whatsoever which may be suffered as a result of or which may be attributable, directly or indirectly, to the use of or reliance upon the information. The value of participatory interests may go down as well as up and therefore is not guaranteed. The past performance is not necessarily a guide to the future performance. Emperor Asset Management is an authorised Financial Services Provider FSP 44978.

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